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CIK: 0001965292
Total reported value
$213.3M
$213.3M
55 檔
17.0%
In Q2 2024, Evergreen Wealth Management, LLC's U.S. equity holdings reached a combined market value of $213.3M, distributed across 55 disclosed stock positions.
During Q2 2024, Evergreen Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.45% | +0.15% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.22% | -0.06% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.53% | -0.06% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.47% | -0.43% | +0.01% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.37% | +0.16% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.08% | -0.27% | — | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.99% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.55% | +0.05% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.36% | — | — | |
| 10 | MKL | Markel Group Inc | Stock-Financials | 3.32% | +0.47% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.26% | -0.04% | — | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.69% | -0.27% | — | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.64% | -0.19% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | +0.18% | — | |
| 15 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.48% | -0.09% | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.33% | +0.01% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.26% | +0.52% | — | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.06% | +0.06% | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 2.01% | — | — | |
| 20 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.79% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.13% | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.67% | -0.29% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.01% | — | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | +0.03% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.61% | +0.12% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.24% | — | |
| 27 | BVE | Diamond Hill Investment Grp | Stock-Other | 1.52% | — | — | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.43% | — | — | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 1.41% | +0.34% | — | |
| 30 | FIS | Fidelity National Info Serv | Stock-Tech | 1.17% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.05% | — | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.01% | -0.04% | — | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.00% | — | — | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.00% | — | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.05% | — | |
| 36 | VLO | Valero Energy CORP | Stock-Energy | 0.96% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | — | — | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.94% | — | — | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.04% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | -1.41% | EXIT | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.83% | +0.06% | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | +0.06% | — | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.76% | -0.02% | — | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.70% | +0.22% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.35% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | -0.01% | — | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.55% | — | — | |
| 49 | ENB | Enbridge Inc | Stock-Energy | 0.53% | — | — | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.51% | — | — |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 55 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VYM, BSV) accounted for 17.0% of total reported equity market value during Q2 2024.
During Q2 2024, Evergreen Wealth Management, LLC's top holdings by market value included VIG (5.5%)、VYM (5.2%)、BSV (4.5%). The largest single position, VIG, represented 5.5% of total portfolio value.
In Q2 2024, Evergreen Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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